Accurate Wealth Management, LLC Sells in Q4 2024

Accurate Wealth Management, LLC

  • $486 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
-193
- 3.56%
$87.1 - $98.49 $16.8K - $19K
5.23K $457K
FNB
Fnb Corp

Financial Services
-6.13K
- 24.35%
$13.56 - $17.29 $83.1K - $106K
19K $281K
VEU
Vanguard Ftse All World Ex Us

ETFs
-358
- 3.98%
$57.29 - $63.1 $20.5K - $22.6K
8.65K $496K
UNP
Union Pacific Corp

Industrials
-157
- 9.48%
$223.15 - $249.32 $35K - $39.1K
1.5K $341K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-130
- 4.92%
$1146.59 - $1270.6 $149K - $165K
2.51K $2.98M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-248
- 4.02%
$70.63 - $78.23 $17.5K - $19.4K
5.92K $420K
VHT
Vanguard Health Care ETF

ETFs
-61
- 3.79%
$250.81 - $283.3 $15.3K - $17.3K
1.55K $392K
TXN
Texas Instruments Inc

Technology
-313
- 7.17%
N/A
4.06K $789K
HON
Honeywell International Inc

Industrials
-582
- 15.07%
$202.84 - $236.0 $118K - $137K
3.28K $741K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-1.77K
- 13.19%
$34.78 - $35.99 $61.4K - $63.5K
11.6K $412K
DE
Deere & CO

Industrials
-149
- 7.8%
$389.45 - $466.0 $58K - $69.4K
1.76K $746K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
-823
- 10.62%
$77.98 - $84.06 $64.2K - $69.2K
6.93K $560K
STZ
Constellation Brands, Inc.

Consumer Defensive
-2
- 0.15%
$219.66 - $257.62 $439 - $515
1.29K $285K
TFC
Truist Financial Corp

Financial Services
-1.17K
- 14.34%
$41.51 - $48.1 $48.6K - $56.3K
6.99K $303K
EMR
Emerson Electric CO

Industrials
-758
- 20.89%
$108.13 - $134.33 $82K - $102K
2.87K $355K
IVE
Ishares S&P 500 Value ETF

ETFs
-139
- 10.98%
$189.5 - $206.17 $26.3K - $28.7K
1.13K $215K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-992
- 10.89%
$49.03 - $53.35 $48.6K - $52.9K
8.12K $416K
HYG
Ishares Tr

ETFs
-162
- 1.41%
$78.09 - $80.04 $12.7K - $13K
11.3K $888K
SYK
Stryker Corp

Healthcare
-80
- 6.31%
$345.14 - $392.15 $27.6K - $31.4K
1.19K $427K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-906
- 9.84%
N/A
8.31K $261K
TT
Trane Technologies PLC

Industrials
-26
- 2.8%
$369.35 - $419.14 $9.6K - $10.9K
901 $332K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-642
- 5.38%
$66.77 - $71.52 $42.9K - $45.9K
11.3K $777K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-1.04K
- 13.32%
$30.04 - $32.01 $31.2K - $33.3K
6.77K $212K
XLP
Consumer Staples Sector Spdr

ETFs
-256
- 7.81%
N/A
3.02K $229K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-147
- 0.61%
$25.3 - $26.31 $3.72K - $3.87K
23.9K $611K
VBR
Vanguard Small Cap Value ETF

ETFs
-81
- 4.54%
$197.36 - $217.3 $16K - $17.6K
1.7K $337K
F
Ford Motor CO

Consumer Cyclical
-141
- 0.52%
$9.69 - $11.4 $1.37K - $1.61K
27.2K $269K
XLE
Energy Sector Spdr

ETFs
-87
- 2.65%
$83.32 - $97.27 $7.25K - $8.46K
3.2K $274K
VBK
Vanguard Small Cap Growth ETF

ETFs
-83
- 9.62%
$264.18 - $304.19 $21.9K - $25.2K
780 $218K
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
-403
- 5.58%
$32.51 - $34.98 $13.1K - $14.1K
6.82K $226K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3
- 0.03%
$49.79 - $51.14 $149 - $153
8.93K $447K
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
-627
- 9.46%
$35.84 - $41.12 $22.5K - $25.8K
6K $231K
XT
Ishares Tr Exponential Technol

ETFs
-31
- 0.54%
$58.7 - $62.72 $1.82K - $1.94K
5.7K $340K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-40
- 0.86%
$51.54 - $52.55 $2.06K - $2.1K
4.6K $237K
PECO
Phillips Edison & Company, Inc.

Real Estate
-105
- 1.39%
$35.96 - $39.8 $3.78K - $4.18K
7.43K $278K
NJUL
Innovator Growth 100 Power Buf

Technology
-200
- 5.31%
$60.22 - $63.94 $12K - $12.8K
3.57K $223K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-16
- 0.53%
$77.02 - $78.58 $1.23K - $1.26K
3.03K $233K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-54
- 0.8%
$50.35 - $50.69 $2.72K - $2.74K
6.67K $336K
KEY
Keycorp

Financial Services
-504
- 3.15%
$16.21 - $19.97 $8.17K - $10.1K
15.5K $265K
ADP
Automatic Data Processing Inc

Industrials
-56
- 5.33%
$280.08 - $307.97 $15.7K - $17.2K
994 $290K
VIG
Vanguard Dividend Appreciation

ETFs
-4
- 0.36%
N/A
1.1K $200K
Aim ETF Products Trust
-714
- 6.45%
N/A
10.4K $0
AZAA
Aim ETF Prods Tr Allianzim U S

ETFs
-475
- 4.5%
N/A
10.1K $0
Sila Realty Trust Inc
-1.94K
- 8.82%
N/A
20K $0
Aim ETF Products Trust
-125
- 1.58%
N/A
7.79K $0
Innovator Etfs Trust
-1.71K
- 14.91%
N/A
9.74K $0
HIGH
Simplify Exchange Traded Fds E
-13.3K
- 17.99%
N/A
60.8K $0
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
-307
- 1.41%
N/A
21.5K $0
VB
Vanguard Small Cap ETF

ETFs
-7
- 0.77%
$233.76 - $261.58 $1.64K - $1.83K
907 $217K
Activity Summary
Buys All Purchases 236 New Holdings 31 Increased Positions 205 Sells All Sells 124 Reductions 124 Sold out 0 Options Calls 0 Puts 0
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